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PCG - Advisor
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About the Role:We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team.Key Responsibilities:Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas)Conduct client meetings and provide research-based advisory supportMaintain strong client relationships and ensure client upgrades where applicableAdhere to all processes and compliance guidelines related to advisory deliveryShare client feedback and market insights with the Senior PCG AdvisorCollaborate with the sales team to offer specialized advisory supportRequirements:Education: Graduate in any discipline; MBA (Finance) preferred; NCFM certification requiredExperience: Minimum 5-8 years in financial marketsDomain Knowledge: Strong understanding of capital markets and investment productsTechnical Skills: Proficiency in MS OfficeCTC : Up to 18 LPA If you have a strong background in equity advisory and enjoy working closely with HNI clients, wed love to hear from youFor More Information:Komal B. / HR TeamPhone/WhatsApp: +91 93289 59079
